JEPI,QQQI,SPY,QQQ,PDI Stock Chart (Dividends Reinvested, Inflation Adjusted) | Total Real Returns

All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

JEPI,QQQI,SPY,QQQ,PDI: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Dividends Reinvested:

Tue 2024-01-30^💬 to Thu 2026-07-02	YTD Return	1 Year Return
JEPI ^×	−0.55% 2026-07-02	+3.73% 2026-07-02
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQI ^×	+6.28% 2026-07-02	+17.78% 2026-07-02
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPY ^×	+5.80% 2026-07-02	+16.42% 2026-07-02
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ ^×	+12.04% 2026-07-02	+24.70% 2026-07-02
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
PDI ^×	−2.06% 2026-07-02	−2.79% 2026-07-02
PIMCO Dynamic Income Fund NYSE Mutual Fund

Returns

Tue 2024-01-30^💬 to Thu 2026-07-02	Overall Return	Exponential Trendline
JEPI ^×	+12.53% +5.00%/yr	+5.02%/yr (R²=0.644)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQI ^×	+43.77% +16.18%/yr	+16.16%/yr (R²=0.882)
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPY ^×	+43.31% +16.03%/yr	+14.66%/yr (R²=0.861)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ ^×	+55.70% +20.07%/yr	+18.60%/yr (R²=0.839)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
PDI ^×	+12.50% +4.99%/yr	+6.65%/yr (R²=0.584)
PIMCO Dynamic Income Fund NYSE Mutual Fund

Growth of $10,000

Tue 2024-01-30^💬 to Thu 2026-07-02	Start Value	End Value
JEPI ^×	$10,000.00 2024-01-30	$11,253.31 2026-07-02
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQI ^×	$10,000.00 2024-01-30	$14,376.86 2026-07-02
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPY ^×	$10,000.00 2024-01-30	$14,331.44 2026-07-02
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ ^×	$10,000.00 2024-01-30	$15,569.64 2026-07-02
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
PDI ^×	$10,000.00 2024-01-30	$11,250.33 2026-07-02
PIMCO Dynamic Income Fund NYSE Mutual Fund

Annual Returns

Year	JEPI	QQQI	SPY	QQQ	PDI
2026 (YTD)	−0.55%	+6.28%	+5.80%	+12.04%	−2.06%
2025	+5.28%	+15.54%	+14.65%	+17.63%	+8.18%
2024	+9.43%	+17.09%	+21.39%	+22.06%	+13.92%
2023	+6.27%	—	+22.09%	+49.84%	+8.37%
2022	−9.35%	—	−23.15%	−36.67%	−22.03%
2021	+13.54%	—	+20.27%	+19.04%	+0.72%
2020	+16.76%	—	+16.74%	+46.63%	−11.17%
2019	—	—	+28.29%	+35.86%	+19.50%
2018	—	—	−6.35%	−2.00%	+5.34%
2017	—	—	+19.19%	+29.92%	+16.14%
2016	—	—	+9.73%	+4.92%	+14.91%
2015	—	—	+0.50%	+8.64%	+1.78%
2014	—	—	+12.61%	+18.29%	+19.40%
2013	—	—	+30.35%	+34.61%	+10.04%
2012	—	—	+14.01%	+16.10%	+22.42%
2011	—	—	−1.04%	+0.40%	—
2010	—	—	+13.36%	+18.14%	—
2009	—	—	+23.01%	+50.60%	—
2008	—	—	−36.85%	−41.78%	—
2007	—	—	+1.01%	+14.35%	—
2006	—	—	+13.00%	+4.51%	—
2005	—	—	+1.35%	−1.79%	—
2004	—	—	+7.21%	+7.04%	—
2003	—	—	+25.82%	+46.91%	—
2002	—	—	−23.40%	−38.82%	—
2001	—	—	−13.10%	−34.36%	—
2000	—	—	−12.70%	−38.21%	—
1999	—	—	+17.24%	+75.08%	—
1998	—	—	+26.65%	—	—
1997	—	—	+31.24%	—	—
1996	—	—	+18.63%	—	—
1995	—	—	+34.61%	—	—
1994	—	—	−2.22%	—	—
1993	—	—	+6.22%	—	—

Drawdowns

Tue 2024-01-30^💬 to Thu 2026-07-02	Current Drawdown	Worst Drawdown
JEPI ^×	−4.71% from 2026-02-27 peak	−14.46% 2025-04-08 from 2024-11-29 peak
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQI ^×	−3.25% from 2026-06-02 peak	−20.36% 2025-04-08 from 2025-02-19 peak
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPY ^×	−2.02% from 2026-06-02 peak	−19.12% 2025-04-08 from 2025-02-19 peak
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ ^×	−4.71% from 2026-06-02 peak	−23.54% 2025-04-08 from 2024-12-16 peak
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
PDI ^×	−9.53% from 2025-10-09 peak	−14.55% 2025-04-07 from 2025-03-21 peak
PIMCO Dynamic Income Fund NYSE Mutual Fund

Rolling Returns

Period ending Thu 2026-07-02	1 Year	2 Years	3 Years	5 Years	10 Years
JEPI ^×	+3.73%	+10.88% +5.30%/yr	+18.61% +5.86%/yr	+16.18% +3.04%/yr	—
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQI ^×	+17.78%	+31.70% +14.76%/yr	—	—	—
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPY ^×	+16.42%	+29.75% +13.91%/yr	+58.22% +16.53%/yr	+48.48% +8.23%/yr	+198.49% +11.56%/yr
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ ^×	+24.70%	+38.15% +17.54%/yr	+78.06% +21.21%/yr	+65.45% +10.59%/yr	+407.07% +17.63%/yr
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
PDI ^×	−2.79%	+8.65% +4.24%/yr	+23.65% +7.33%/yr	−6.90% −1.42%/yr	+45.97% +3.85%/yr
PIMCO Dynamic Income Fund NYSE Mutual Fund